+478.6%
SOXL vs NCLH
-10.7%
+489.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.8% |
| 7D | +3.9% | -4.8% | +8.7% | +8.3% |
| 30D | -14.3% | -21.7% | +7.4% | +5.4% |
| 3M | -45.6% | -22.2% | -23.4% | -35.7% |
| 6M | +117.2% | -27.5% | +144.7% | +178.7% |
| YTD | +189.8% | -33.6% | +223.4% | +287.6% |
| 1Y | +317.7% | -45.0% | +362.7% | +557.7% |
| 3Y | +478.6% | -11.0% | +489.7% | +483.4% |
| All | +478.6% | -10.7% | +489.3% | +483.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NCLH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling